Fidelity sustainable investing
Your money. What matters to you. Working together.
What is sustainable investing?
Sustainable investing integrates environmental, social, and governance factors into investment research and decision making. We believe these factors can be critical to an investment's long-term value.
When you invest with us, you'll have confidence that the companies you invest in focus on their environmental or social impact, or how they govern themselves.
Environmental
Companies that respond to consumer demand for sustainable practices
Social
Companies committed to a diverse and inclusive workplace
Governance
Companies committed to diverse board makeup, strong oversight, and shareholder-friendly policies
Why invest sustainably?
- Environmental, social and governance issues can have a meaningful impact on companies' financial performance.
- Investing in this way allows you to align these investment dynamics with your personal values around environmental, social, and corporate governance issues.
- Gain exposure to sustainability mega-trends
Sustainable investing growth
Sustainable investing flows continue to see momentum year-over-year
US Industry Flows

Universe: US Open-End Mutual fund + ETF. Morningstar Monthly flow calculation used for competitor data.
Source: Morningstar Direct and Fidelity Investments as of 01/31/2022
Fidelity offers multiple ways for you to invest sustainably
- Thematic – Invests in companies that align to a sustainability-related theme.
- Broad – Invests in companies that meet a broad range of environmental, social, and/or corporate governance criteria.

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Professionally managed stock portfolios that you can tailor to your preferences3 automated for you.
- Environmental focus – Uses environmental criteria in an effort to build a portfolio with a reduced footprint that seeks investment results similar to the Fidelity® U.S. Large Cap Index.
- Tax-smart strategies4 – We apply a series of techniques throughout the year designed to help you keep more of what you earn.
- Direct index investing – Personalized strategies that seek to approximate the investment results of an index.
Fidelity's approach
Fidelity takes its role as steward of our customers' money very seriously and we offer a wide range of investment options to help our customers meet their personal investing goals. For individuals focused on sustainability, Fidelity provides a diverse set of funds backed by decades of research and investment expertise. Incorporating ESG considerations into our sustainable investing strategies improves our ability to identify uniquely valuable investment opportunities. ESG research is integral to all funds that align with those investment objectives.1
ESG investing pillars
Research
Our ESG framework addresses systemic risks that investors may not consider when evaluating quantitative earnings models.
Product development
Our ESG investing team is committed to deep analysis and developing a wide range of sustainable products.
Knowledge and education
Our investment teams uses tools like proprietary ESG data sets and bottom-up analysis to assess a company's sustainability profile.
Active stewardship
We regularly measure company opportunities and risks by engaging in management team meetings and proxy voting.
Our stewardship principles
Transparency is important to our investors. With over $4.2 trillion in assets under management,2 Fidelity’s depth and breadth of research means we fully and thoroughly assess each company’s investment potential. The principles outlined in our stewardship report reflect the values, processes, and commitments we adhere to while managing our customers’ assets.
Proxy voting
Proxy voting is a tool that helps ensure companies maintain best practices for sustainability. As responsible investment stewards, Fidelity seeks to provide clear guidance on proxy voting for ESG factors.
Learn more about our stewardship principles and proxy voting
Sustainable learning from Fidelity
How to get started investing sustainably
Open and fund your brokerage account
Research our sustainable funds
Choose a fund and select buy